FritzFin

FritzFin is a tax firm offering tax preparation and tax consulting, with a focus on planning ahead rather than only filing returns. Its work covers individual, business, estate and gift returns, along with IRS representation. The firm specializes in equity and executive compensation, employer-provided benefits, major life events and retirement tax planning, drawing on its owner's background as a licensed CPA and CFA charterholder.

Clients can work in person or virtually. The base tax preparation package includes a tax season review meeting, and a mid-year tax consultation can be added to look at options before year end. New clients usually start by reaching out to talk through their situation, then share their prior year return. The office is in Auburn, Washington, and the firm serves the Greater Seattle area.